Amanda Reams

Amanda Reams joined the Financial Planning Dept. Inc. in February 2013.  She is a graduate of the University of San Diego and has a Masters in Accounting and Financial Management.  Amanda received her CPA license in 2006 and spent 3 years at a public accounting firm, auditing both public and non-public companies.  She then spent 6 years in industry, working at a public software company in the accounting and internal audit departments.  In 2014, she received her Series 7 and Series 66 securities registrations currently held with LPL Financial, as well her life-disability insurance license.  In her free time, she loves to try new restaurants and explore San Diego with her two children, Caden and Harper.

Phone (619) 272-6221